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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,349 | $110,410-82.5% | $102,437-81.1% | $145,897-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,301 | $4,217-69.2% | $3,871-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $2,282 | $5,622-59.4% | $5,060-54.9% | $6,689-65.9% |
| Admin fee / account holder | $420 | $9,745-95.7% | $8,388-95.0% | $13,390-96.9% |